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13616 California Street Suite 300, Omaha, NE 68154-5336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-04-11 |
Branch Locations
13616 California Street Suite 300, Omaha, NE 68154-5336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omahainsurance Company | Omaha | NE | 11/2014 | 05/2018 |
| Mutual Of Omaha Registered Representative | Omaha | NE | 01/2015 | 05/2018 |
| Securities America, Inc. | Omaha | NE | 05/2018 | 01/2019 |
| Securities America Advisors | Omaha | NE | 05/2018 | 01/2019 |
| Lutz Financial | Omaha | NE | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-06 |
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